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  • Insight

    Effect of U.S. Steel and Aluminum Tariffs on Renewables

    • 12 March 2018

    Last week, President Trump codified "Section 232" tariffs on imported raw and semi-finished steel and aluminum.

    $1,050.00

    Summary

    Last week, President Trump codified "Section 232" tariffs on imported raw and semi-finished steel and aluminum. As steel and aluminum are found in critical wind, solar and energy storage components, cost increases will likely trickle into the renewables value chain. That said, the exclusion on finished goods and notable geographic exemptions for Mexico and Canada may blunt the overall project cost impact. In this note, GTM Research and MAKE analyze potential effect of new U.S. steel and aluminum tariffs on domestic component manufacturers and renewable plant LCOEs.

    What's included

    • Document

      Effect of U.S. Steel and Aluminum Tariffs on Renewables.pdf

      PDF 202.74 KB

  • Commodity market report

    Global gas markets long-term outlook H2 2017 - Executive Summary - A Stronger Recovery Ahead

    • 11 January 2018

    An overview of our H2 2017 global gas outlook and prices; delivered as a PowerPoint presentation and a table with our spot price forecast.

    $10,800.00

    Summary

    An overview of our H2 2017 global gas outlook and prices; delivered as a PowerPoint presentation and a table with our spot price forecast With Asian LNG prices currently trading in excess of US$10/mmbtu, a three year high, some are questioning whether the much talked-about global LNG oversupply will ever materialize. We do not subscribe to that view. Despite positive signs of demand growth, particularly LNG in China, we still expect a wave of LNG coming to Europe, and with pipe suppliers determined to maintain market share, things are likely to get worse before they get better. But our new outlook features a less pronounced oversupply than previously anticipated. Higher Asian gas demand, lower supply in Australia and slippages in LNG project start ups means that the global gas/LNG market will be able to absorb the oversupply sooner.

    What's included

    • Document

      Global gas markets - Prices - H2 2017.xls

      XLS 205.00 KB

    • Document

      Global gas market long-term outlook H2 2017 Executive Summary A Stronger Recovery Ahead.pdf

      PDF 1.54 MB

    • Document

      Global gas markets long-term outlook H2 2017 - Executive Summary - A Stronger Recovery Ahead

      PDF 216.51 KB

    • Document

      Global gas markets long-term outlook H2 2017 - Executive Summary - A Stronger Recovery Ahead

      ZIP 1.70 MB

    • Document

      Executive summary

      PDF 56.57 KB

  • Insight

    Will energy storage replace peaker plants? Economics and opportunity in the US

    • 10 April 2018

    Energy storage's greatest near-term promise is perhaps its ability to act as a peaking resource on the grid.

    $1,050.00

    Summary

    Perhaps the greatest near-term promise for energy storage is its ability to shave system peaks, which are typically infrequent and short in duration, but currently are served by costly peaking generators. Much of what has driven recent contracts signed for storage or renewables-plus-storage projects have been driven by the need to have batteries discharge onto the grid during peaking hours. In this study, we set out to address whether batteries will be sufficient to meet the grid’s future needs.

    What's included

    • Document

      Energy Storage for Peaker Plant Replacement.pdf (1)

      PDF 1.38 MB

  • Commodity market report

    Winter loosens its grip: North America power and renewables short term outlook January 2018

    • 15 February 2018

    After the first two weeks of 2018 offered a stronger start for demand, it has proved more normal since as temperatures improved.

    $1,350.00

    Summary

    After the first two weeks of 2018 offered a stronger start for demand, it has proved more normal since then as temperatures improved the last several weeks in January. Gains in power demand the last part of January and into February have been more muted versus same time last year. Still, with any year on year demand losses limited mostly to the WECC, eastern markets have seen stronger year on year power demand growth overall. In ERCOT, it appears that the market is beginning to see increasing pricing behavior since the recent round of coal plant retirements began to be implemented, as prices spiked on a number of occasions last month. Elsewhere, prices began to ease corresponding to the lessening of winter conditions.

    What's included

    • Document

      201801 STO Base Case Delivered Fuel Prices Nominal 2 5 2018.xlsx

      XLSX 132.12 KB

    • Document

      201801 STO Base Case Delivered Fuel Prices Real 2 5 2018.xlsx

      XLSX 132.37 KB

    • Document

      201801 STO Base Case Prices Sparks IHR Darks Nominal 2 5 2018.xlsx

      XLSX 1.66 MB

    • Document

      201801 STO Base Case Prices Sparks IHR Darks Real 2 5 2018.xlsx

      XLSX 3.38 MB

    • Document

      201801 STO Base Case Short Term Fundamentals 2 5 2018.xlsx

      XLSX 777.73 KB

    • Document

      Winter loosens its grip: North America power and renewables short term outlook January 2018

      PDF 453.23 KB

    • Document

      Winter loosens its grip: North America power and renewables short term outlook January 2018

      ZIP 6.07 MB